Sources and links on page 723
Links embedded in the original report PDF, including citations and other references. These destinations have not been independently reviewed. Links open in a new tab.
No web links were embedded in this page of the original PDF. Printed source text may still appear on the page.
Text on page 723
US-Mexico-Canada Agreement (USMCA) Renegotiation Why
is
the
USMCA
relevant
to
batteries?
The USMCA governs trade between the US, Mexico, and Canada. It preserves duty-free trade for many products, tightens rules of origin (ROO), and requires compliance with labor and environmental standards. The legislation includes a six-year review and expires after 16 years unless renewed. The joint 6-year review deadline is July 1, 2026. Industry representatives submitted comments to the US Trade Representative (USTR) in 2025 to inform potential changes.
Industry Recommendations Specific to Batteries and Minerals:
Establishment of a chapter or annex on critical minerals, which includes commitments for guaranteed offtake of critical minerals, rare earths, or related components and coordination on mineral recycling, recovery, and foreign investment in supply chains
Establishment of a Critical Minerals Initiative under the North American Competitiveness Committee to identify and overcome bottlenecks North American minerals development
Industry Recommendations Pertinent to Batteries and Minerals:
Expanded ROO to include minimum thresholds for critical minerals sourced and processed in North America
Tariff-free trade of critical minerals across North America
Section 232 tariff relief for USMCA-compliant products subject to Section 232 tariffs on steel and aluminum
Adoption of the Electric Vehicle Charging Standard (J3400 – Society of Automotive Engineers) across North America
Stronger compliance with auto ROO, regional and labor value content, and steel and aluminum requirements
Expanded TN visa flexibility to facilitate the flow of technical skills in critical minerals processing across North America
Consistent and transparent enforcement of labor and environmental standards
Source: Solar Energy Industries Association
Extracted from the PDF; charts and images may read imperfectly.
More in Policy (3)
Page 723 · 18/18